Top 4 Equitable Jobs in Columbus

Financial Professional - Career Transition Opportunity
Equitable Advisors —Columbus, OH
- $24,000 - $125,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- US work authorization
- Health savings account
- Health insurance
Quick Apply
Wealth Management Advisor
Equitable Advisors —Columbus, OH
- $24,000 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Financial Professional
Equitable Advisors —Columbus, OH
- $24,000 a year
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance

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Provide outstanding service by responding to incoming calls from clients and addressing their concerns in a timely manner. Status: Full time, in office*.
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Financial Professional - Career Transition Opportunity
Equitable Advisors —Columbus, OH
*Account Managers*, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction.
$24,000 - $125,000 a year
Quick Apply
Wealth Management Advisor
Equitable Advisors —Columbus, OH
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…
$24,000 a year

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Financial Professional - Career Transition Opportunity

Equitable Advisors -
Columbus, OH

Quick Apply

Job Details

Full-time
$24,000 - $125,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Vision insurance
401(k) matching
Retirement plan

Qualifications

Managing customer accounts
Customer communication
Customer relationship building
Customer retention strategy
Mid-level
Financial analysis
Trust administration
Bachelor's degree
Financial risk management
Investment client management
Industry trends
Customer engagement
Financial product expertise
Customer relationship management
Industry knowledge of financial regulations
Financial goal setting advisory services
Account management
Legal compliance
Communication skills
Banking
Negotiation

Full Job Description

**Discover a New Career Path in Wealth Management**

Are you an experienced professional ready for a fresh challenge or seeking new opportunities in a growing field? If you’re looking to pivot from your current industry into a rewarding and impactful career, Equitable Advisors invites you to explore the world of wealth management.

We value transferable skills such as client relationship management, strategic thinking, and a passion for helping others achieve their goals. Whether you’re navigating a career shift or seeking greater fulfillment, this role is ideal for individuals eager to transition their careers and leverage existing skills to establish a successful practice in financial services.

Key Responsibilities

Build and manage relationships with clients to understand their financial goals and needs
Educate clients on financial products and services
Collaborate with senior advisors to deliver financial solutions
Stay current on market trends, financial regulations, and product offerings
Participate in ongoing training and certification programs

Who Should Apply

We’re seeking driven individuals with strong client-facing skills, business acumen, and a passion for helping others achieve their goals. We have seen successful transitions from diverse professional backgrounds including:

Real Estate Professionals, skilled in client engagement, negotiation, and asset evaluation
Legal Professionals, experienced in compliance, trust management, and client advocacy
Business Owners, adept at strategic planning, financial oversight, and entrepreneurial thinking
Banking Professionals, experienced in financial analysis, risk management, and delivering tailored solutions to meet client needs
Account Managers, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction

Qualifications

Bachelor’s degree or equivalent skills
Strong interpersonal and communication skills
Proven ability to build trust and long-term relationships
Self-motivated with a growth mindset and entrepreneurial spirit
Willingness to pursue required industry certifications (State Life & Health, FINRA Series 7 and 66)

What We Offer

Structured training and mentorship
Competitive compensation with performance-based incentives
Benefits package including health and 401(k) retirement plan
Pathway to professional certifications and career advancement
Supportive, collaborative team environment
Opportunity to make a meaningful impact in clients’ lives

Ready to Make the Leap?

If you’re ready to bring your expertise into a new field and help others achieve financial clarity and confidence, we’d love to hear from you.

Take the first step toward a dynamic and rewarding career. Join Equitable Advisors and turn your professional experience into a foundation for success in financial services.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE- 8488828.1(10/25)(Exp.10/29)

Job Type: Full-time

Pay: $24,000.00 - $125,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Retirement plan
Vision insurance

Application Question(s):

Are you legally authorized to work in the United States?
Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?

Work Location: In person

Quick Apply

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equitable jobs in columbus

Financial Professional - Career Transition Opportunity

Wealth Management Advisor

Financial Professional

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